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- 8 Summer Hill Ct Xxxxxx, XXXXXX xxxxxx-5978 ( (xxx-xxx-xxxx * firstname.lastname@example.org
Branch Manager ▪ Wealth Management Advisor ▪ Private Banker (Relocating to Charlotte, NC)
Self-assured, accomplished, and results-driven management professional backed by more than 17 years providing sales, customer service, and operations support with the last 7 years of leadership in the banking sector.
Proven dedication to delivering outstanding customer service in the people-centric banking industry, enabling the business to achieve exemplary growth in sales and strategic competitive presence in target markets.
Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results.
Strong people management and interpersonal communication skills that inspire confidence across diverse ethnicities.
Strategic Planning & Execution
Customer Service Management
Investment Portfolio Management
Relationship Management (Clients, Stakeholders, Public, & Partners)
Policies & Regulatory Compliance
Credit & Mortgage Management
Staff Supervision & Training
Provide strategic direction in driving wealth management and financial planning services to its clients, delivering asset, credit, and liquidity solutions to affluent high-yield clients that bring incremental revenue for the bank.
Execute on comprehensive financial planning through assessing needs, identifying opportunities and delivering results.
Build sustainable professional relationships with clients, senior management, and industry professionals, identifying business opportunities in core markets, leveraging partnerships outside of the Wealth Management Channel to capture business in highly specialized areas, and winning $20M structured credit deal with a custom mortgage component.
Supervised a team of 5 in managing branch operations, driving sales of bank products to both retail and commercial clients, developing and executing strategic financial solutions that enabled clients to meet long and short term goals, and steering the compaxxxxxx to achieve 135% of consumer sales target and 235% of corporate sales.
Leveraged extensive network of COIs, providing superior customer experience that successfully transitioned high net worth retail clients into the private bank.
Developed and executed an investment training program that optimized the skill set of personal bankers in developing leads for the Financial Advisor, as well as a weekly teller training program that enabled tellers to exceed referral goals.
Built and managed profitable retail and commercial customer relationships, sustaining a competitive advantage in sales and service that enabled the branch to achieve 162% of its sales targets for the year.
Supervised a staff of 7 in managing branch front and back office operations.
Managed portfolio of corporate banking clients averaging 3 products per client, harnessing new business opportunities to win new clients, cross-selling products, and growing customer relationships.
Built and maintained cross-functional relationships that maximized bank resources in delivering cash management, trade services, and succession planning.
It s Perfectly Personal Founder and Sole Proprietor Feb 2003 - Feb 2009
Spaulding & Slye Colliers Construction Cost Manager Jun 1998 - Aug 2001
Education & Credentials
B.A. in Philosophy, Minor in Political Science, TRINITY UNIVERSITY, San Antonio, TX (1994)
Series 7 & 63 Licenses | Life & Health Insurance Licenses
Sales Excellence Club, HSBC (2010)
Top 10 producer, 2010 & 2009, with sales exceeding 115% and 120% of annual target, respectively, HSBC
Merchant Service Banker of the month, HSBC | Nationally ranked first quartile Branch Manager, Key Bank
Professional Affiliations & Community Involvement
Member: Junior League of Xxxxxx | Daughters of the American Revolution
Audit Board Member: Friends of Night People
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